Koesten, Hirschmann & Crabtree, INC. FBND FIDELITY MERRIMACK STR TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  12 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported FIDELITY MERRIMACK STR TR (FBND) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows FBND at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'s position in FIDELITY MERRIMACK STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FBND was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koesten, Hirschmann & Crabtree, INC. held FBND — position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 93 +9 +10.7% 0.00% $4K 2025-11-05 $45.12
2025 Q2 ADDED 84 +4 +5.0% 0.00% $4K 2025-08-15 $44.18
2025 Q1 REDUCED 62.4% +1.4% 80 -133 -62.4% 0.00% $4K 2025-04-23 $42.81
2024 Q4 ADDED 213 +23 +12.1% 0.01% $10K 2025-02-14 $42.75
2024 Q3 ADDED 190 +29 +18.0% 0.01% $9K 2024-11-04 $42.42
2024 Q2 UNCHANGED 161 0% 0.00% $7K 2024-09-09 $43.43
2024 Q1 ADDED 161 +43 +36.4% 0.00% $7K 2024-05-22 $40.98
2023 Q4 ADDED 118 +14 +13.5% 0.00% $5K 2024-02-14 $40.62
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koesten, Hirschmann & Crabtree, INC. and FBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koesten, Hirschmann & Crabtree, INC. reported owning FBND?

Koesten, Hirschmann & Crabtree, INC. reported FBND across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FBND position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for FBND was 0.01% in 2024 Q4.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2025 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 93 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this FBND ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly FBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Koesten, Hirschmann & Crabtree, INC. time their FBND position?

Based on 13F filing dates vs. subsequent FBND price moves, Koesten, Hirschmann & Crabtree, INC. correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on FBND relative to SPY over the holding period was -13.9%.

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